Demars Financial Group LLC — Email, Phone & Partners

Overview

Demars Financial Group LLC is a family-owned financial advisory firm specializing in wealth management and retirement planning services. The firm offers comprehensive financial planning, investment management, and tax strategies tailored to pre-retirees, retirees, and individuals navigating significant life transitions. Their services are designed to help clients optimize investments, minimize taxes, and retire confidently. The firm's approach is rooted in a multi-generational legacy, with over 50 years of experience across three generations of advisors. They emphasize a personalized, hands-on approach to financial guidance, focusing on understanding each client's unique goals and values. This client-centric philosophy aims to provide clarity and confidence in financial decision-making, ensuring that clients' plans align with their life objectives. Demars Financial Group LLC serves clients nationwide from their headquarters in Spokane Valley, Washington. Their team consists of experienced professionals committed to delivering tailored financial solutions that adapt to clients' evolving needs. The firm's dedication to building lasting relationships underscores their commitment to supporting clients through various life stages and financial milestones.

Portfolio Companies

AppleMicrosoftAmazonFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaGoogleTeslaBerkshire HathawayWalmartMastercardChevronCoca-ColaPepsiCoHome DepotMcDonald'sNetflix

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Frequently asked questions about Demars Financial Group LLC

What sectors does Demars Financial Group LLC invest in?

Demars Financial Group LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Washington, United States. Demars Financial Group LLC is listed as a other in the ConnectSafely investor database.